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AllianceBernstein Holding LP - Stock Quote AB

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Morningstar's AllianceBernstein Holding LP Stock Analysis

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Market Selloff Affects AllianceBernstein's Flows and AUM; Lowered FVE to $47 Per Share

Greggory Warren, CFA Sector Strategist

Analyst Note

| Greggory Warren, CFA |

We've lowered our fair value estimate for no-moat-rated AllianceBernstein to $47 per share from $52 after updating our valuation model to include slightly lower levels of assets under management in the near term given market returns so far during the first half of calendar 2022. The firm closed out the March quarter of 2022 with $735.0 billion in AUM, down 5.6% sequentially. The $43.2 billion decline in managed assets during the first quarter was driven primarily by market losses (of $54.6 billion) that were offset by continued inflows (of $11.4 billion). 

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AllianceBernstein Holding LP's Company Profile

Business Description

AllianceBernstein provides investment management services to institutional (45% of assets under management), retail (39%), and private (16%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. At the end of April 2022, AB had $685.0 billion in managed assets, composed primarily of fixed-income (41% of AUM) and equity (44%) strategies, with other investments (made up of asset allocation services and certain other alternative investments) accounting for the remainder. The company also provides sell-side research and brokerage services through its Sanford Bernstein subsidiary.

1345 Avenue of The Americas
New York, NY, 10105
T +1 212 969-1000
Sector Financial Services
Industry Asset Management
Most Recent Earnings Mar 31, 2022
Fiscal Year End Dec 31, 2021
Stock Type Cyclical
Employees 4,118

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